WIA
World Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $339K | Hold |
2,337
| – | – | 0.01% | 870 |
|
2025
Q1 | $261K | Sell |
2,337
-103
| -4% | -$11.5K | 0.01% | 916 |
|
2024
Q4 | $292K | Buy |
2,440
+100
| +4% | +$12K | 0.01% | 830 |
|
2024
Q3 | $258K | Buy |
+2,340
| New | +$258K | 0.01% | 783 |
|
2022
Q2 | – | Sell |
-2,270
| Closed | -$248K | – | 268 |
|
2022
Q1 | $248K | Sell |
2,270
-50
| -2% | -$5.46K | 0.05% | 223 |
|
2021
Q4 | $256K | Sell |
2,320
-100
| -4% | -$11K | 0.05% | 226 |
|
2021
Q3 | $299K | Buy |
2,420
+10
| +0.4% | +$1.24K | 0.07% | 185 |
|
2021
Q2 | $307K | Sell |
2,410
-1,300
| -35% | -$166K | 0.07% | 183 |
|
2021
Q1 | $410K | Hold |
3,710
| – | – | 0.1% | 136 |
|
2020
Q4 | $504K | Hold |
3,710
| – | – | 0.13% | 121 |
|
2020
Q3 | $359K | Hold |
3,710
| – | – | 0.12% | 107 |
|
2020
Q2 | $331K | Sell |
3,710
-10
| -0.3% | -$892 | 0.12% | 112 |
|
2020
Q1 | $234K | Sell |
3,720
-50
| -1% | -$3.15K | 0.11% | 111 |
|
2019
Q4 | $303K | Hold |
3,770
| – | – | 0.12% | 107 |
|
2019
Q3 | $286K | Buy |
+3,770
| New | +$286K | 0.12% | 105 |
|